Bio
Luis holds a degree in Financial Management from Tecnológico de Monterrey in Mexico and a Master in Financial Markets from Universitat Pompeu Fabra in Barcelona. He is a member of the European Financial Planning Association and holds the European Financial Planner No. 7420 certification. He is also a licensed Investment Strategies Advisor issued by the CNBV of Mexico.
From 1998 to date, he has participated in various entities, always related to the world of advisory and investment. He started as a Manager within the Institutional Investments Department at GBM. He was Deputy Director within the Treasury Department in Mexico. He served as Portfolio Manager of a Private Hedge Fund and as Wealth Advisor in a Family Office in Barcelona before joining inbestMe as Director of Operations and Client Services. Luis is a strong believer in independent advice and the dissemination of financial topics to the non-specialized public.
Luis has two Index Funds investment accounts and one ETF account.
